Simplify processes, reduce administration tasks and improve the quality of your operations
Get your quotations to look how you want them, in your branding and styling
Our back office software can be utilised to automate a range of time-consuming tasks
Providing your customers with the best level of service doesn't have to be difficult
Take a look at some of the industries who massively benefit from using Zigaflow
Attractive sales quotes plus job, project, contract & asset management which will leave your competition behind
Split your quotes and jobs into different locations, and include images on your quotes and other documents
Quotations, RAMS, certificates, jobs, projects, inspection schedules, invoicing & so much more on tap
Quickly create detailed quotes, manage your jobs, projects, invoiceing, ordering and maintenance all in one place
Quotes, installations, site visits, maintenance, tickets, contracts, client asset management - It's all here
Create stunning quotes with images & incorporate CAD designs, manage production through to installation in one software
Browse our careully selected integrations to add value to your business
An unrivaled Xero Connected App which will let you do business like never before
Connect to QuickBooks for customers, supplier, invoices, purchase orders and more
Take card payments from quotations & invoices at low transaction fees & fast payout
Connect your Gmal account, to send documents, reminders from your chosen email account
Send quotations, order confirmations, invoices and reminders from your chosen email accounts
Combine the marketing automation in Mailchimp and the raw power of Zigaflow
Get your invoices out to customers instantly and get the money in your bank faster.
Wouldn’t it be great if you could automate the steps in your credit control process too?
So, invoices are nothing new, and you might be thinking to yourself that your accounts system handles your invoicing.
While all accounts systems do cover the function of invoicing, they are typically very limited when it comes to branding them as your own.
Even most accounting software packages miss the opportunity to get your credit control process improved and speed up payment from your customers.
An invoice is a document used to request payment from a customer.
Depending on the country you operate from, or the customers you supply to, the invoices you send may need to contain different information from a legal perspective.
While an invoice is nothing exciting in its’ own right, companies spend a lot of money on branding, and this should not be overlooked on your invoice as it is still a customer facing document.
Many invoice systems make it difficult to do much more than adding your company logo, while you should ultimately be able to choose layouts, fonts and more and even include marketing collateral!
Below is a snapshot of some of the most popular key benefits from using the Invoices Module.
Do you want to store specific information and details against invoice records?
Create custom fields to match the data requirements you have. Choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.
Are there times when you want to be able to take card payments.
Connect your stripe account and choose to enable payments on all or some invoices to enable customer to pay directly via a secure web page without any involvement from your team.
I'll bet you just love having to chase customers to pay their invoices?
Create automated payment reminders which you can change based on the customer, all connected to your own specific email accounts. Dynamically build tasks for credit control as soon as invoices go past their due dates.
Would you like more control over how your invoices appear to your customers?
Our document templates are fully customisable, giving you full control over exactly what information is displayed and where. You can also change fonts & colours to match your brand & style.
Generate and email invoices at the click of a button from quotes, jobs, and delivery notes. Automatic linking makes it easy to see what you've billed. Create pro forma, part, and full invoices, and credit notes, and post them into your accounts system at the click of a button.
Non-accounts staff can generate and send an invoice without having access to your accounts system - meaning your invoices go out sooner.
Generate your invoices with a set of standard templates, or create your own, with the same power and flexibility as the quotation software module.
Move, add or remove information on the invoices so that they show exactly what you want. Enhance your invoices by importing product imagery automatically.
Swap between templates quickly for an invoice. This is ideal if you need to show different payment terms or use another branding.
These are some of the most common modules where our customers benefit from what the Invoices module offers.
Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.
Manage your customer contracts quickly and easily. Auto-generate routine jobs and invoices with defined schedules by individual contract. Ideal for any business providing ongoing service or preventative maintenance.
Create, print, send and track your customer deliveries. Can be quickly created from all or part of a customer order, with flexible document templates so you can layout your paperwork the way you want it.
...to see how our solution can help your business
The beauty of Zigaflow's quotation software is that it is intuitive, user friendly and can be modified to work around our business without compromise. In 18 months we have been able to increase our output of quotations by 300% and, with the inbuilt online quotation approval, our customers have been able to sign off on their quotations without any delays.
As a company, our experience has been very positive. The team at Zigaflow are always very helpful and on hand to solve any issues / give advice. They also take on board improvement suggestions and look to implement them ASAP if viable.
Lots of different functionalities remove the need for multiple software Always upgrading and improving very flexible software.
We are able to put out professional-looking quotes in a fraction of the time it used to take us. Using the Zigaflow software has also helped us manage our margins on products better, where in the past we would often over-discount products to win a project.
Having used similar software before, I found Zigaflow to be much more customisable and easier to tailor-make for our company needs. The quote templates are easy to set up and can be changed at any time, adding and changing products on the system is also very intuitive and easy. One of my favourite features is being able to see exactly what my margin and mark-up is while doing a quote and applying discounts.
I have evaluated so many quoting systems to find the right fit for our business. Zigaflow really does so much more than we originally anticipated. We now use Zigaflow from customer appointment through to quote, ordering, installation and also for follow up service calls. The team are really happy to spend time understanding how we need to use the system and have been an invaluable help in setting things up and developing our use.